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How-to create a new task

With this guide you will learn how to quickly add a new task


Before you start

In order to be able to follow this quickstart guide you need to have an organization in RevasOS and be a contributor with the necessary project creation permissions. You can find more infos in the roles and permissions section.

Create a new task linked to a project

Tip

To be able to create a task linked to a project you will need the Projects app, if you haven't already please install it from the RevasOS Store.

  1. Open the Projects app form the RevasOS environment;
  2. From the Dashboard select the project you want to add a task to;
  3. Click on the + New task button on the top-right corner;
  4. Insert the title of the task;
  5. Assign the task to one of your contacts;

In this phase you can also choose to include the task in one of the project milestones and add a time frame for the task;

  1. Click on Save if you want to go back to the task view or Save and edit to keep editing the task and add the estimated workload.

Warning:

The task is included in the workload report calculation only if it includes a time frame (start and end date) and the estimated workload.

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